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| Company: Together Women's Health | Department: HR |
| Title: Navigating PTO: Accruals, Rollovers, Used & Scheduled | Last Reviewed Date: 10/9/2024 |
Purpose
Together Women’s Health recognizes our teams should
have opportunities to enjoy paid time away from work which promotes a healthy
work-life balance. The paid time off (PTO) policy allows team members to use
and manage their time off to meet personal needs such as vacation, illness,
appointments, and other activities of the team members’ choosing.
Guidelines
PTO is tracked on team members’ Time Off section of ADP. Each
full-time team member will accrue PTO in increments per pay period (or
semi-monthly) based on regular hours worked and length of service. Part-time
team members will accrue PTO on a pro-rated basis. Earned PTO will be automatically added to a team member’s
PTO bank accordingly. Unless prohibited in your state, a maximum of 5 days (40
hours) per week is eligible to rollover for full-time team members and 20 hours
for part-time team members from one anniversary year to the next. With any time
off request, you are required to work with your Practice leadership to ensure
the needs of the business are met.
Team members become eligible to utilize earned PTO following
the completion of the team member’s first 90 days of employment. To utilize
PTO, team members are asked to give their supervisor as much notice as
possible, unless the PTO is used for legitimate, unexpected illness or
emergencies.
Please
refer to the PTO section of the Together Women’s Health Employee Handbook for
specific details around requesting, and scheduling time off.Steps
Navigating in ADP
To view any information regarding your PTO bank, navigate to the "time off" section in ADP:
Select "View Balance Details":
From there, you can view:
- Earned PTO (accruals)
- Used PTO
- Scheduled PTO
- PTO Rollovers
Viewing Earned PTO
Earned PTO allows you to view the PTO you've accrued.
Select your PTO Policy:
Select "View Details" under the "Earned" section.
View the PTO hours you've accrued/earned based on the range selected. NOTE: you can change the date range to view historical information.
Viewing Used PTO
Used PTO allows you to view the PTO you've taken, detailing how many hours you've utilized on each specific PTO day.
Select your PTO Policy.
Select "view Details" under the "Taken" tab.
View the breakdown of your total taken PTO.
You can also view the comments associated with the PTO you took on a specific day by selecting the blue square icon under the comment section.
Viewing Future Scheduled PTO
Scheduled PTO is subtracted by your total earned PTO.
After navigating to the time off section and selecting "View Balance Details", you will be able to view the PTO that you have scheduled. Scheduled PTO time is held in reserve against your future earned PTO time. Therefore, in some cases, you may not see your total bank increase until you've earned more than what is future scheduled.
Viewing PTO Rollovers
PTO rollovers,
or “carryovers” allows you to view the total time that was carried over from
your anniversary date.
For full-time team
members, a maximum of 5 days (40 hours) is eligible to rollover from one
anniversary year to the next. However, all remaining PTO time in excess of 5
days (40 hours) will be forfeited on a team member’s anniversary date. *unless prohibited in your state
After navigating to
the time off section and selecting “View Balance Details,” you will be able to
view the PTO carryovers in the carryover section of your PTO timeline.
Additionally, you can select your time off policy and select "View Details" under the Carryover tab.
View the balance that was carried
over, less hours that were in excess of 40 since the
maximum carry over amount is 40.